Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SM Energy Co | 65,964 | reported | 21 May 2026 | tx 24+137,869−70,223 |
| WELLPOINT HEALTH NETWORKS INC /DE/ | 18,535 | reported | 01 Jun 2004 | tx 6+13,935−8,335 |
| Elevance Health, Inc. | 9,908 | reported | 13 May 2026 | tx 59+84,385−137,383 |
| UNISOURCE ENERGY CORP | 0 | reported | 15 Aug 2014 | tx 28+17,333.3−16,158.72 |
| PHELPS DODGE CORP | 0 | reported | 19 Mar 2007 | tx 41+161,780−366,344 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | SALE | SM Energy Co | 24,553 | 33.98 USD | |
| 13 May 2026 | GRANT_AWARD | Elevance Health, Inc. | 563 | 0.00 USD | |
| 10 Jun 2025 | GRANT_AWARD | SM Energy Co | 7,982 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | Elevance Health, Inc. | 601 | 0.00 USD | |
| 04 Mar 2025 | PURCHASE | SM Energy Co | 5,000 | 28.72 USD | first after silenceanomaly |
| 05 Aug 2024 | SALE | Elevance Health, Inc. | 753 | 531.52 USD | |
| 21 Jun 2024 | GRANT_AWARD | SM Energy Co | 3,850 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | Elevance Health, Inc. | 388 | 0.00 USD | |
| 07 Feb 2024 | SALE | Elevance Health, Inc. | 753 | 500.00 USD | |
| 29 Aug 2023 | SALE | SM Energy Co | 15,670 | 41.14 USD | |
| 13 Jun 2023 | GRANT_AWARD | SM Energy Co | 6,541 | 0.00 USD | |
| 10 May 2023 | GRANT_AWARD | Elevance Health, Inc. | 457 | 0.00 USD | |
| 14 Jun 2022 | GRANT_AWARD | SM Energy Co | 3,621 | 0.00 USD | |
| 18 May 2022 | GRANT_AWARD | Elevance Health, Inc. | 440 | 0.00 USD | |
| 19 May 2022 | SALE | Elevance Health, Inc. | 990 | 468.88 USD | |
| 08 Mar 2022 | SALE | SM Energy Co | 30,000 | 40.60 USD | |
| 21 Jun 2021 | GRANT_AWARD | SM Energy Co | 8,041 | 0.00 USD | |
| 26 May 2021 | GRANT_AWARD | Elevance Health, Inc. | 493 | 0.00 USD | |
| 24 May 2021 | SALE | Elevance Health, Inc. | 1,308 | 398.02 USD | |
| 08 Jun 2020 | SALE | Elevance Health, Inc. | 1,102 | 300.00 USD | |
| 09 Jun 2020 | GRANT_AWARD | SM Energy Co | 27,028 | 0.00 USD | |
| 21 May 2020 | GRANT_AWARD | Elevance Health, Inc. | 699 | 0.00 USD | |
| 06 Mar 2020 | PURCHASE | SM Energy Co | 7,500 | 4.20 USD | |
| 09 Mar 2020 | PURCHASE | SM Energy Co | 15,000 | 1.43 USD | |
| 24 Feb 2020 | PURCHASE | SM Energy Co | 7,500 | 7.67 USD | first after silence |
4 purchases reported after at least 12 months of silence — most recent on 04 Mar 2025.